Long Pond Capital’s Marriott International MAR Stock Holding History

Long Pond Capital’s Portfolio MAR Stock Details MAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-362,938	Closed	-$31.1M	–	45
2020 Q2	$31.1M	Buy	+362,938	New	+$31.5M	1.23%	28
2019 Q1	–	Sell	-629,469	Closed	-$68.3M	–	42
2018 Q4	$68.3M	Buy	+629,469	New	+$72.3M	2.68%	12
2017 Q1	–	Sell	-1,235,056	Closed	-$102M	–	31
2016 Q4	$102M	Sell	1,235,056 -834,689	-40%	-$62.8M	4.79%	9
2016 Q3	$139M	Buy	2,069,745 +230,000	+13%	+$16.2M	6.5%	6
2016 Q2	$122M	Buy	+1,839,745	New	+$123M	5.72%	6

Other funds holding MAR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Long Pond Capital's MAR Position: Q3 2020 in Review

Long Pond Capital sold out of Marriott International (MAR) in Q3 2020, closing a stake of 362,938 shares — an estimated $31.1M sold.

Long Pond Capital first reported a position in MAR in Q2 2016 and held it in 5 quarters. The position peaked at $139M in Q3 2016. 830 funds tracked by Wall St. Rank hold MAR as of Q3 2020.

Long Pond Capital reported no remaining Marriott International position as of Q3 2020 after selling out during the quarter.
Long Pond Capital sold 362,938 Marriott International shares in Q3 2020, an estimated $31.1M.
Long Pond Capital first reported a position in Marriott International in Q2 2016 and held it in 5 quarters.
Long Pond Capital's Marriott International position peaked at $139M in Q3 2016.
830 funds tracked by Wall St. Rank held Marriott International as of Q3 2020.

Based on Long Pond Capital's 13F filing for Q3 2020, filed 13 Nov 2020.